Preventing Elderly Financial Abuse
A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through their 70s and 80s.1 The study reports that financial capacity relies on accumulated knowledge and that knowledge stays mostly intact as we age. However, the study…
Read More »Tax-Deferred or Tax-Exempt? Potential Benefits to Having Both
Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and tax-exempt financial products, diversifying your money to help take advantage of the tax benefits both types of products provide. What many people don’t understand, however,…
Read More »3 Common Questions about Social Security
3 Common Questions About Social Security While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions…
Read More »Divorce During Retirement
A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people lose their marriage.1 However, for those who are truly unhappy and can’t see a way back to blissful partnership, a “gray divorce” isn’t necessarily all…
Read More »Checks and Balances: How Much Can a U.S. President Do?
Donald Trump has a broad presidential agenda that encompasses foreign trade, immigration, deregulation, taxes and investment in U.S. infrastructure. These policies are poised to impact certain industries over others, such as health care, energy, financial services and technology.1 Every presidential candidate enters the campaign with a platform of changes and priorities, which presumably dominate the…
Read More »Clients Gather Donations for Veterans in Need
Last month, we hosted our Client Holiday Party at the Willow in Pittsburgh. In the spirit of giving, we asked our guests to donate items for the H.J. Heinz Veterans Recovery Center in O’Hara Township — and, boy, did they deliver! Our clients’ generosity made it possible to fill two large baskets with toiletries, which…
Read More »Classroom Donation Helps Kids Stay Focused
Sept. 10, 2016 Last fall, we were pleased to donate money to Mrs. Grandstaff’s classroom in Raeford, North Carolina, to help fund unique, kid-inspired seating. The comfortable and ergonomic Kore Wobble Chairs help students strengthen their core muscles and provide an outlet for restlessness. Here’s how Mrs. Grandstaff describes her students and the need for…
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